Funders › California

Lenore B & Frank M Heffernan

Ross, CA · EIN 27-3960915. Reported 34 grants totalling $1,160,705 to 22 recipients across tax years 2022-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$18,500median grant
$1,160,705granted, 2022-2024
22recipients, as named on its returns
46%of grantees funded again the next year
$1,390,604assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Lenore B & Frank M Heffernan did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $18,500. Half of everything it gave fell between $5,000 and $25,000; the smallest was $1,000 and the largest $250,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
4 grants
$5,000 - $10,000
8 grants
$10,000 - $25,000
6 grants
$25,000 - $50,000
9 grants
$50,000 - $100,000
4 grants
$100,000 and Up
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Ica Cristo Rey AcademySan Francisco, CA$450,000222024
Marin Health FoundationGreenbrae, CA$125,000332024
Dominican Sisters Vision of HopeOakland, CA$115,705222024
Dominican Sisters of Mission SjFremont, CA$100,000112022
Order of Malta Clinic of Northern CaliforniaOakland, CA$80,000222024
Catholic Charities SfSan Francisco, CA$75,000332024
Santa Clara UniversitySanta Clara, CA$75,000332024
UC Berkeley FoundationBerkeley, CA$30,000222023
Order of Malta-Western AssocOakland, CA$25,000112022
Heffernan FoundationWalnut Creek, CA$15,000112024
St Vincent De Paul Society of San FranciscoSan Francisco, CA$15,000222024
St Vincent De Paul Society of Marin CountySan Rafael, CA$10,000112023
Little WishesSan Anselmo, CA$8,000222023
Marin Catholic High SchoolKentfield, CA$6,000112023
AmdocsPalm Springs, CA$5,000112022
By the Bay HealthLarkspur, CA$5,000112023
De Marillac AcademySan Francisco, CA$5,000112022
Fine Arts Museums FoundationSan Francisco, CA$5,000112024
God Squad ProductionsSan Rafael, CA$5,000112023
American Conservatory FoundationSan Francisco, CA$2,500112022
The Archdiocese of San FranciscoSan Francisco, CA$2,500112023
St John Vianney ChurchHacienda Heights, CA$1,000112024

9 of 22 (41%) received money in more than one year over the 3 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 46%, across 2 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

Plus 7 grants to individuals totalling $155,000 -- scholarships, hardship and emergency assistance. We deliberately do not publish the names of people who received them, even though the filings do.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 12 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Human Services
5 grants
Health Care
5 grants
Arts & Culture
1 grant
Philanthropy & Grantmaking
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202211$455,500$25,000
202313$252,205$10,000
202410$453,000$23,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

San Francisco, CA
$555K
Oakland, CA
$221K
Greenbrae, CA
$125K
Fremont, CA
$100K
Santa Clara, CA
$75K
Berkeley, CA
$30K
San Rafael, CA
$15K
Walnut Creek, CA
$15K

Get funders for your state and cause by email

We email you funders that gave to organizations in your state and cause, up to five at a time each week and never the same one twice, from their own IRS filings. Free. The weekly email has not started yet.

Unsubscribe in one click from any email. We never sell or share your address. To match on your organization and typical grant size too, keep a private profile.

Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc8 shared recipientsFidelity Investments Charitable Gift Fund8 shared recipientsAmerican Online Giving Foundation Inc6 shared recipientsThe San Francisco Foundation5 shared recipientsVanguard Charitable Endowment Program5 shared recipientsAmerican Endowment Foundation5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $18,500. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in California.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in CaliforniaEvery funder in this groupFoundations funding health care in CaliforniaEvery funder in this groupFoundations funding arts & culture in CaliforniaEvery funder in this group

Where these numbers come from

Everything above is taken from Lenore B & Frank M Heffernan's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Post Office Box 1742, Ross, CA, 94957. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 27-3960915 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.